Prospect Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prospect Financial Services’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Buy	71,837 +11,277	+19%	+$351K	1.28%	23
2025 Q4	$1.98M	Buy	60,560 +3,631	+6%	+$118K	1.13%	26
2025 Q3	$1.82M	Buy	56,929 +5,907	+12%	+$180K	1.04%	27
2025 Q2	$1.49M	Buy	51,022 +39,952	+361%	+$1.06M	0.93%	27
2025 Q1	$277K	Buy	+11,070	New	+$303K	0.15%	94

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Prospect Financial Services's SCHG Position: Q1 2026 in Review

Prospect Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q1 2026, buying an estimated $351K and bringing the position to 71,837 shares worth $2.09M. The position accounts for 1.28% of the portfolio, ranked #23.

Prospect Financial Services first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Prospect Financial Services held 71,837 shares of Schwab US Large-Cap Growth ETF worth $2.09M as of Q1 2026.
Prospect Financial Services bought 11,277 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $351K.
Schwab US Large-Cap Growth ETF made up 1.28% of Prospect Financial Services's portfolio in Q1 2026, its #23 holding.
Prospect Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.